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Dec 5, 2012
12/12
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. >>> an environment where everyone is still terrified about the potential impact of the fiscal cliff, i want to give you stocks that you can fall back on in a declining market. many strong companies, high yields. let me introduce you to weingarten, a company i've liked since '85. owns shopping centers all over the u.s. 301 income-producing properties and 11 more in various stages of development. they have a yield, doesn't have a lot of leverage. company recently sold off the portfolio of industrial assets to become a pure play on retail, and 70% of the rent it collects comes from tenants that are effectively internet resistant. they say it in their own papers. meaning they're immunized against online competition. things like supermarkets, restaurants, personal care supervisors. 93.6% occupancy rate up 200 basis points year-over-year. very bullish guidance. let's check in with drew alexander, the president and ceo of weingarten reality investors. how are you? >> pleasure. great to be here. >> now, we obviously are all very focused on the notion that washington could get us back into a
. >>> an environment where everyone is still terrified about the potential impact of the fiscal cliff, i want to give you stocks that you can fall back on in a declining market. many strong companies, high yields. let me introduce you to weingarten, a company i've liked since '85. owns shopping centers all over the u.s. 301 income-producing properties and 11 more in various stages of development. they have a yield, doesn't have a lot of leverage. company recently sold off the portfolio...
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Dec 5, 2012
12/12
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in this grim environment you can find sectors that are holding up better than you might think. poncy says the pull back in retail might be just the moment that you want to pull the trigger to this key sector index. wouldn't that be something? stay with cramer and we will be right back. >> coming up. something is brewing. starbucks has been serving up solid returns. but could concerns about its moving to tea mean it is time to layoff the caffeine or is this your chance to fill up your cup before the shares really get percolating? cramer is grinding through the facts next. >>> tomorrow we are going to hear from one of my favorite companies and it is starbucks. having its biennial analyst day. right now it is more than ten points off its high for the year. i think it could mark the beginning of the stock's next big rally. you can follow along at actionalertsplus.com. a service that i do with the street. tomorrow i expect a terrific story. i'll give you a preview. lots of people ask me how i would approach this meeting. if i were at my hedge fund which i retired from years ago. wha
in this grim environment you can find sectors that are holding up better than you might think. poncy says the pull back in retail might be just the moment that you want to pull the trigger to this key sector index. wouldn't that be something? stay with cramer and we will be right back. >> coming up. something is brewing. starbucks has been serving up solid returns. but could concerns about its moving to tea mean it is time to layoff the caffeine or is this your chance to fill up your cup...
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Dec 3, 2012
12/12
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CNBC
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we've seen how quickly facebook was able to adapt to the new mobile advertising environment, once google has seen that new rocketship, i see no reason why google should be any different. especially since google owns android. they need to figure out how to monetize it better. something the company is doing by releasing its own line of smartphones and tablets. google is sold out until after christmas. of the growth stocks, i got to admit i like google less than i did before the bad quarter if you're trying to figure out which of these stocks worries me the most, it's google, it's become a show-me situation. how about visa and master cad? both up decently since i recommended them in october. these are both plays in the worldwide switch from paper currency to plastic. visa and mastercard both reported strong quarters in october, they have healthy balance sheets. mastercard is winning new business all over the place. and visa announced a $1 billion buyback. even though visa has a new ceo, i'm a big fan of both stocks. i think they're both candidates to offer special dividends as the year unwi
we've seen how quickly facebook was able to adapt to the new mobile advertising environment, once google has seen that new rocketship, i see no reason why google should be any different. especially since google owns android. they need to figure out how to monetize it better. something the company is doing by releasing its own line of smartphones and tablets. google is sold out until after christmas. of the growth stocks, i got to admit i like google less than i did before the bad quarter if...
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Dec 8, 2012
12/12
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CNBC
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this bank could do really well in an environment of rising interest rates, but the fed has made it very clear that rates will stay low until at least 2015. so you know what? let's take a pass on that one. let's do some tweets. thank you, viewers, for making it so that i have more than 600,000 followers. thank you very much. happened just the other day. let's take our first tweet from @nfalex who says what's your take on -- it's the old part of kraft. the stock price has been trading down since the old spinoff. it drives me crazy when stephanie link and i buy for the charitable trust. the charitable trust follows stocks. you can follow along with actionalertsplus.com. and they don't immediately pop. this is the p.m. of philip morris when altria split. it's the fast-growing snacks business overseas, it's going to be great. now here's the problem. it acts terribly. so what you can say is therefore it's bad or you can do the homework like we did, recognize we've got a terrific restructuring, recognize it's going to have great growth, and you buy it and be a little patient. it is not going t
this bank could do really well in an environment of rising interest rates, but the fed has made it very clear that rates will stay low until at least 2015. so you know what? let's take a pass on that one. let's do some tweets. thank you, viewers, for making it so that i have more than 600,000 followers. thank you very much. happened just the other day. let's take our first tweet from @nfalex who says what's your take on -- it's the old part of kraft. the stock price has been trading down since...
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Dec 4, 2012
12/12
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so in light of this new environment, we want to see whether my anointed growth stocks hold up. are the fundamentals still okay? i went over amazon, google, mastercard, visa and sherwin williams. i don't like google as much. now five more names to review and reexamine. next up is ulta salon. they got hit in mid october when the chief financial officer announced his sudden resignation. we never like that when the cfo resigns. that could be a sign that something could be really wrong with the financials. given that this particular cfo had been there less than two months, it probably was the case of him being the wrong guy for the job. last thursday ulta went on to report a terrific quarter. and the stock shot up seven points in the news. management indicated they're seeing a strong start to the holiday shopping season. the real story with ulta, and the reason it's been such a fabulous stock -- is that the company is growing like a weed, expanding all over america. they have 537 locations, ultimately they plan to double that. next year alone the company intends to open 125 new stor
so in light of this new environment, we want to see whether my anointed growth stocks hold up. are the fundamentals still okay? i went over amazon, google, mastercard, visa and sherwin williams. i don't like google as much. now five more names to review and reexamine. next up is ulta salon. they got hit in mid october when the chief financial officer announced his sudden resignation. we never like that when the cfo resigns. that could be a sign that something could be really wrong with the...